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home
about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Additional Information
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Chubb Limited
(NY:
CB
)
306.81
-6.19 (-1.98%)
Official Closing Price
Updated: 7:00 PM EST, Jan 9, 2026
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Berkshire Hathaway Now Owns 27 Million Shares of This Stock. Should You Follow Warren Buffett's Lead?
↗
August 24, 2024
Berkshire Hathaway can't stop buying shares of this insurance titan.
Via
The Motley Fool
A Big CEO Move, Big Buffett Buys, and More
↗
August 22, 2024
Motley Fool analysts talk over market news including earnings updates from Home Depot, Walmart, and Brinker.
Via
The Motley Fool
Up 400%, This Unstoppable Growth Stock Could Keep Flying. Is It Time to Buy Hand Over Fist?
↗
August 22, 2024
Little-known insurance company Kinsale Capital Group has been quietly delivering outsize returns for the past several years.
Via
The Motley Fool
Prediction: These Could Be the Best-Performing Value Stocks Through 2030
↗
August 21, 2024
We're moving into a multi-year phase that finally favors value names over growth stocks. Here's how to play it.
Via
The Motley Fool
If You Invested $100 In This Stock 10 Years Ago, You Would Have $300 Today
↗
August 09, 2024
Via
Benzinga
If You Invested $1000 In This Stock 20 Years Ago, You Would Have $7,700 Today
↗
July 25, 2024
Via
Benzinga
CB Stock Earnings: Chubb Beats EPS, Beats Revenue for Q2 2024
↗
July 23, 2024
CB stock results show that Chubb beat analyst estimates for earnings per share and beat on revenue for the second quarter of 2024.
Via
InvestorPlace
Here Are All 45 Stocks Warren Buffett Holds for Berkshire Hathaway's $314 Billion Portfolio
↗
August 21, 2024
Despite the superficial appearance of being diversified, 79% of Berkshire Hathaway's $314 billion of invested assets can be traced to only eight brand-name holdings.
Via
The Motley Fool
Better Berkshire Hathaway Stock: Visa vs. Chubb Limited
↗
August 20, 2024
Should you invest in the American card processing giant or the American-Swiss insurer?
Via
The Motley Fool
2 Warren Buffett Dividend Stocks to Buy With $500 Right Now
↗
August 17, 2024
Warren Buffett's Berkshire Hathaway is set to earn $870 million in passive income from these two stocks.
Via
The Motley Fool
Warren Buffett’s Recent Stock Moves: Top Buys and Sells to Watch
August 16, 2024
Warren Buffett's latest moves all show a clear trend for a weaker dollar ahead, and this time three stocks lead the way into this view backed by Wall Street
Via
MarketBeat
Chubb, BlackRock And More On CNBC's 'Final Trades'
↗
August 16, 2024
Chubb reported quarterly earnings of $5.38 per share which beat the analyst consensus estimate of $5.15.
Via
Benzinga
These 4 Stocks Are Soaring In Premarket As Warren Buffett's Berkshire Hathaway Takes A Stake
↗
August 15, 2024
This comes after Warren Buffett-led company announced an increase in its holdings in these companies.
Via
Benzinga
Warren Buffett Still Holds 400M Apple Shares, Reveals New Investments In Ulta Beauty And Heico — Elon Musk Calls Berkshire Hathaway's $277B Cash Reserves 'Wild'
↗
August 14, 2024
Warren Buffett, the legendary investor, has disclosed significant stock sales by Berkshire Hathaway Inc.in the second quarter, including a substantial reduction in its Apple Inc. holdings.
Via
Benzinga
Warren Buffett Stunned With One Q2 Stock Trade. He's Set To Reveal More.
↗
August 14, 2024
Changes in Berkshire Hathaway's stock portfolio are closely watched.
Via
Investor's Business Daily
Warren Buffett Has Built Berkshire Hathaway's Cash Stockpile to $277 Billion. Here Are 2 Perfect Companies for Him to Buy Next.
↗
August 14, 2024
Even if Buffett doesn't invest in these two companies, you might want to consider doing so.
Via
The Motley Fool
'An Irrelevant Company': Jim Cramer Says Snap Is 'Not Investable'
↗
August 13, 2024
Jim Cramer suggests buying Applied Materials despite government concerns, Aflac not favored, UnitedHealth Group best, Snap not investable.
Via
Benzinga
Warren Buffett Is Buying Shares of This Company. Should You Do the Same?
↗
August 12, 2024
The Oracle of Omaha is bullish on this insurance giant.
Via
The Motley Fool
3 Warren Buffett Stocks You Can Confidently Buy and Hold for the Next Decade and Beyond
↗
August 10, 2024
These three companies have strong competitive advantages and economic moats that make them excellent stocks for the long haul.
Via
The Motley Fool
3 Warren Buffett Stocks to Buy During the Stock Market Sell-Off Without Any Hesitation
↗
August 09, 2024
Be greedy with these three Buffett stocks.
Via
The Motley Fool
Why JPMorgan, Wells Fargo, and Chubb Stocks Dropped on Monday
↗
August 05, 2024
Bank stress tests are proving their worth today, as JPMorgan and Wells Fargo stocks fall less than the broader stock market.
Via
The Motley Fool
Berkshire Hathaway Added 26 Million Shares of This Stock in the Past 3 Quarters: Here's Why It's a Smart Buy Today
↗
August 03, 2024
Berkshire Hathaway has a $7.2 billion stake in this insurance titan.
Via
The Motley Fool
3 Warren Buffett Stocks Set to Thrive During the Next Recession
↗
August 02, 2024
Its always better to be safe than sorry. Consider these three recession-proof Warren Buffett stocks to safeguard your wealth.
Via
InvestorPlace
Thanks, CrowdStrike Outage! 7 Insurance Stocks That Could See Increased Demand for Cyber Insurance.
↗
July 31, 2024
The recent Crowdstrike outage was bad news for CRWD stock, but it may be good news for these seven cyber insurance stocks.
Via
InvestorPlace
AM Best Assigns Issue Credit Rating to Chubb INA Holdings LLC’s Senior Unsecured Notes
July 29, 2024
From
AM Best
Via
Business Wire
The Top 3 Warren Buffett Stocks to Buy Now: Summer 2024
↗
July 29, 2024
Investors looking to emulate the track record of the Oracle of Omaha should consider taking positions in these Warren Buffett stocks.
Via
InvestorPlace
Marker Rotation Is In Full Gear
↗
July 28, 2024
We saw more new 52-week highs, and the number of 52-week lows was even lower than last week. The advance/decline in the NYSE looks better than the Nasdaq.
Via
Talk Markets
1 Warren Buffett Stock to Buy Hand Over Fist, and 1 to Avoid
↗
July 26, 2024
Berkshire Hathaway is betting big on these two companies, but one stock is superior.
Via
The Motley Fool
US Stocks Tumble, Magnificent 7 Wipe Out $570 Billion As Mega-Tech Earnings Disappoint, VIX Spikes: What's Driving Markets Wednesday?
↗
July 24, 2024
Wall Street experienced a turbulent session on Wednesday, with the S&P 500 index heading toward its worst performance in over a year and the tech-focused Nasdaq 100 eyeing its fifth decline in the last...
Via
Benzinga
Topics
Stocks
Small-Cap Gains Resume Ahead Of Major Tech Earnings; UPS Faces Worst Day Ever, Bitcoin Dips Below $66,000: What's Driving Markets Tuesday?
↗
July 23, 2024
Tuesday's Wall Street session was mixed, with small-caps outperforming large-caps as investors awaited earnings from Alphabet Inc. and Tesla Inc.
Via
Benzinga
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